Complete and submit a shared public page
Use a shared public link to review any requested information, complete the form and upload files, then submit your response back to the project team.
This guide is designed for project manager.
Steps
Step 1: Open the shared public page
Follow the shared link in your email or message to open the public page; if the link has expired or is invalid, an error message will explain what has happened instead of the form.
Step 2: Verify your access (if prompted)
When the page is protected, enter the requested email address or access code in the verification form, submit it, and wait for confirmation that your access has been verified before continuing.
Step 3: Review the page content and instructions
Read the page header, any explanatory text, and the list of requested items so you understand what information and documents you need to provide.
Step 4: Enter your name and email details
Fill in your name and email address in the contact fields; if you leave these blank or enter an invalid email address, inline validation and an outstanding-items summary will highlight what needs to be corrected.
Step 5: Complete all requested form blocks
Work through each content block on the page, entering the required details or answers; as you type, the form tracks which fields are still outstanding so you can ensure everything is covered.
Step 6: Upload any requested files
Use the file upload controls to attach the required documents or drawings; once uploaded, you will see each file listed with its name and size so you can confirm everything has been included.
Step 7: Review outstanding items before submitting
Before sending, check the "what's left to do" summary above the submit button to see any missing or invalid fields, then scroll to those areas and update your answers as needed.
Step 8: Submit your response
Click the submit button to send your completed information; the form will show a loading state while submission is in progress, then confirm when your response has been successfully recorded.
Step 9: View submission confirmation and follow-up options
After submission, review the confirmation message for any next steps, links back into PlanOps, or handover and schedule-specific follow-up actions provided by the project team.
Last updated: 2026-07-30